Wiki

Case Status
Register Log In

Wiki

 
Add History Billing Units  - H…

Add History Billing Units  - How to customise the list of standard history entries to add to a case

Billing units are added automatically when you finish working on a case based on 6 minutes per unit.

The following confirmation screen is displayed for you to enter the details of the work carried out. You can either manually enter the description, if it's a standard item of work, you can select it from the drop down list. See the section below on setting up the standard items

You can optionally add billing units by using the "Add Units" menu button on the Case Details form

 

The "Manual Entry" option will open up the Add Billing Record form to allow you add the required number of units

The other options listed in the "Add Units" menu automatically add units without any further user input. You will receive confirmation in the bottom right of the Status Bar as shown below

Setting up Standard History / Billing  items

These customisable options are defined in the System Parameters. (Tools -> System Parameters).

 

 

Parameters with a code of 600 list the billing units to make available in the "Add Units" menu on the Case Details form.

Code = 600

ID = Short Name to identify the reason ( This is what will appear in the drop down menu)

Sub ID = The list of case types that this standard entry will be available to . Eg. ACDE will make it available to Case Type A, Case Type C, Case Type D and Case Type E. You can enter * to make it available for all case types

Text Value = This is what will be added to the Case History form - See Below

Integer Value = The number of units associated with this entry. a -1 in here means that the number of units will be entered manually by the user when the user clicks the relevant entry on the "Add Units" button on the Case Details form.

An example of the history entries created on a case :